5 Features of the Best Senior Living CRM

Your sales team is busy. A customer relationship management system (CRM) designed for senior living simplifies the workday and ensures leads don’t fall through the cracks, leaving more time for your team to connect with seniors and their families. Here are five important features to look for when evaluating a CRM solution – advantages to improve occupancy that you’ll find in the Glennis Sales solution.

1. Shared Prospect Profiles 

Centralized prospect records eliminate duplicate leads across properties and allow teams to work from one shared inquiry profile. Shared visibility on how prospects have engaged with your communities, makes it easier to manage and nurture leads and to build relationships with every resident. When inquiries become residents, property teams continue to collaborate around one shared resident profile for easier communication and better resident care.

2. Alerts and Dashboards

Automated daily follow-up tasks and reminders promote engagement with prospective residents each step of the way, so your sales teams keep the sales process – that you’ve worked hard to perfect - in forward motion. This accelerates your “speed to lead” and keeps your teams focused on the right leads using the right nurture activities. Performance dashboards should keep you informed on your team’s progress to goals (in real time) so you can adjust along the way.

3. Seamless Integration with your Property Management System

Managing prospects and sales activity across different systems is inefficient. Integration with your property management system eliminates the need to enter data multiple times and allows for resident profiles to be easily updated and shared throughout the resident lifecycle. With a unique view of each resident users can access resident preferences, daily living requirements, health and medication information, and social and family activity in one spot. And all the information is automatically updated so it’s always up-to-date.

4. Lead Attribution

Your CRM should enable you to get the most out of your marketing dollars by monitoring the success of your referral sources and identifying those that produce the best results. Your CRM should integrate with your preferred referral networks. From each website lead to inquiries from third party referral sites, your CRM should track where each lead came from and centralize inquiries that occur at multiple properties.

5. Competitive Insight

When your sales team is armed with the knowledge of local competitive offerings, they have a big advantage when working with prospects. Instead of paper notes and spreadsheets your CRM should organize and track competitor offerings, pricing and more. Knowing who you lost to, when you lost to them, and why you lost is valuable insight that can help you convert more prospects by consistently making sure your brand stacks up favorably to the competition.

Glennis Sales keeps your staff responsive to the best referrals, engaged with the hottest prospects, and on top of all their tasks with a seamless process that closes inquiries faster and creates solid relationships right from the start. Learn more here.